You can keep track of conversations on the SM.30.03 Conversation Logs screen. Participants are listed, as well as details and actions.
Enter a conversation
-
In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.30 Site Administration.
-
Double-click SM.30.03 Conversation Logs.
-
In the Conversation Logs area, create a new record.
-
The Seq field is automatically filled with the next available number.
-
The Date field is automatically filled with the current date.
-
-
In the Subject field, enter text to describe the general topic of the conversation.
-
In the Participants area, enter participant companies.
-
In the Details and Actions area, enter the details of the conversation and follow-up notes.
When the Closed box is checked, the entire record is locked, including the details.